David Jackson

David Jackson: Email & Phone Number

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Customer Relationship Specialist at Allworth Financial|Amelia, Ohio, United States

Position:

Customer Relationship Specialist at Allworth Financial

Location:

Amelia, Ohio, United States

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Last updated: 2026-05-25
Updated: 2026-05-25

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Work Experience 40 years

Customer Relationship Specialist at Allworth Financial

Jan 2024 - Current

Senior Compliance Advisor at Fidelity Investments

Sep 2007 - Jun 2021

Business Continuity Planner at Fidelity Investments

Jan 2006 - Aug 2007

Systems Analysis Manager at Fidelity Investments

Jan 2000 - Dec 2006

Operations Team Manager at Fidelity Investments

Apr 1995 - Jan 2000

Cash Management Analyst at Fidelity Investments

Dec 1993 - Mar 1995

Operations Supervisor at Shawmut Bank

Aug 1987 - Nov 1993

Bank Reconciliation Clerk at Boston Financial Data Services

Mar 1986 - Aug 1987

David Jackson started working in 1986, then the employee has changed 3 companies and 7 jobs. On average, David Jackson works for one company for 4 years 10 months.

Their professional focus is Account Reconciliation, Bank Reconciliation, and Business Continuity Planning across 3 core areas.

Education

University of Massachussetts/Boston

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